Stock Taper 
JACOBSEN CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 United Rentals, Inc. | URI | 218 | $246.97K |
 BlackRock, Inc. | BLK | 272 | $261.54K |
 Sandisk Corporation | SNDK | 274 | $623K |
 Parker-Hannifin Corporation | PH | 290 | $283.65K |
 Deere & Company | DE | 331 | $209.96K |
 Cummins Inc. | CMI | 353 | $251.76K |
 Quanta Services, Inc. | PWR | 369 | $265.69K |
 The Goldman Sachs Group, Inc. | GS | 392 | $396.46K |
 Teradyne, Inc. | TER | 440 | $212.89K |
 Trane Technologies plc | TT | 484 | $237.72K |
 CrowdStrike Holdings, Inc. | CRWD | 531 | $405.23K |
 Western Digital Corporation | WDC | 584 | $373.01K |
 Intuitive Surgical, Inc. | ISRG | 603 | $239.8K |
 GE Vernova Inc. | GEV | 607 | $713.14K |
 Seagate Technology Holdings plc | STX | 657 | $634K |
 Marvell Technology, Inc. | MRVL | 732 | $218.06K |
 Linde plc | LIN | 743 | $385.57K |
 Costco Wholesale Corporation | COST | 750 | $701.6K |
 Analog Devices, Inc. | ADI | 777 | $308.6K |
 Caterpillar Inc. | CAT | 791 | $842.34K |